At first glance, Wealth Management does not seem to naturally extend to financing. But credit can be useful when building or diversifying our clients' assets, in particular when interest rates are low. It can allow clients to seize opportunities by reducing the time needed to act. Credit can also optimise certain wealth management strategies.
Whether you are an individual or the manager of a private investment company, our team of specialists can structure credit facilities for a wide range of purposes:
We can also meet our clients' financing needs for corporate matters, if they are directly related to our advisory role.
We offer equity transaction financing solutions to entrepreneurs or executives (LBOs, disposals, transmission). Our credit specialists can also provide support for the issuing of guarantees (sale of business, tax sureties, rental payment guarantees, etc.).
The credit facilities offered by Indosuez Wealth Management can be set up in the main currencies and cross-border loans are also available for multi-booked clients.
We can also assist with the use of interest rate hedging instruments when necessary.
Who we help
Wealth management solutions to structure both your personal and professional assets
A responsible company
So you can be sure that the decision to put your trust in us was the right one, we place great importance on managing risks.
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Protecting, growing and preparing to pass on your wealth is above all about taking care of the ones you love - the most important thing there is.
If you are invested in a business as an entrepreneur, shareholder or executive manager, the management of your wealth must factor in this dimension.